Earnings summaries and quarterly performance for MARCUS.
Executive leadership at MARCUS.
Gregory S. Marcus
Chairman and Chief Executive Officer
Chad M. Paris
Chief Financial Officer and Treasurer
Mark A. Gramz
President, Marcus Theatres
Michael R. Evans
President, Marcus Hotels & Resorts
Thomas F. Kissinger
Senior Executive Vice President, General Counsel and Secretary
Board of directors at MARCUS.
Allan H. Selig
Director
Austin M. Ramirez
Director
Brian J. Stark
Director
Bruce J. Olson
Director
David J. Marcus
Director
Diane Marcus Gershowitz
Director
Katherine M. Gehl
Director
Paul A. Leff
Director
Philip L. Milstein
Lead Independent Director
Timothy E. Hoeksema
Director
Research analysts who have asked questions during MARCUS earnings calls.
Patrick Sholl
Barrington Research
8 questions for MCS
Eric Wold
B. Riley Securities
7 questions for MCS
Drew Crum
B. Riley Securities
5 questions for MCS
Michael Hickey
The Benchmark Company, LLC
3 questions for MCS
Christopher Potter
Northern Border Investment
1 question for MCS
Recent press releases and 8-K filings for MCS.
- MCS, a national property services company, has been sold to its current CEO Craig Torrance and President Andrew Nolan.
- The management buyout was financially supported by J.P. Morgan Asset Management.
- The newly relaunched organization will retain the MCS brand name and will focus solely on providing property services for the commercial, residential, and government business sectors.
- This transaction follows the sale of MCS's Mortgage Contracting Services division in November 2025.
- Marcus Corporation reported Q3 fiscal 2025 revenue of approximately $210.2 million, a 9.7% decline year-over-year, primarily due to weaker performance in its Theatre division.
- Despite the overall decline, the Hotels and Resorts division experienced a modest revenue increase, driven by growth in food and beverage sales and higher occupancy rates.
- Operating income and net earnings fell by around 30%, though a $4.5 million insurance settlement partially offset these impacts.
- The company repurchased $9 million worth of shares during the quarter and received board approval to buy back up to 4 million more shares.
- Analysts remain optimistic, maintaining 'buy' ratings with a median 12-month target price about 45% above the current share price, anticipating recovery fueled by a stronger upcoming film slate.
- Marcus Corporation reported mixed Q3 2025 results, with the Theater Division's adjusted EBITDA decreasing 33% to $22.1 million due to lower attendance, while the Hotels and Resorts Division's total revenues increased 1.7% to $80.3 million.
- The Hotels and Resorts Division demonstrated strong underlying performance, with RevPAR growing approximately 7.5% when adjusted for the prior year's Republican National Convention impact, and 2026 group room pace is running approximately 14% ahead of last year.
- Cash flow from operations significantly increased to $39.1 million in Q3 2025 from $30.5 million in the prior year, and the company expects fiscal 2025 capital expenditures to be $75 million-$85 million, stepping down to $50 million-$55 million in 2026.
- The company repurchased 600,000 shares for $9.1 million in Q3 2025 and announced a 4 million share increase to its repurchase authorization, bringing the total to 4.7 million shares, reflecting a balanced capital allocation approach.
- Marcus Corporation reported Q3 2025 consolidated revenues of $210 million, a 9.7% decrease year-over-year, with adjusted EBITDA at $40.4 million and net earnings of $0.42 per share (excluding a non-recurring gain).
- The Theater division's revenue decreased 16% to $119.9 million due to a less concentrated film slate, while the Hotels & Resorts division revenue increased 1.7% to $80.3 million, with RevPAR growing 7.5% when adjusted for the prior year's RNC impact.
- The company repurchased 600,000 shares for $9.1 million in Q3 2025 and increased its share repurchase authorization by 4 million shares, bringing the total to 4.7 million shares.
- Marcus Corporation expects capital expenditures to decrease significantly in 2026 to $50-$55 million from an estimated $75-$85 million in FY2025, anticipating a significant increase in free cash flow. The company ended the quarter with over $214 million in total liquidity and a net leverage of 1.7 times.
- Marcus Corporation reported consolidated revenues of $210 million for Q3 2025, a 9.7% decrease compared to the prior year, with net earnings of $16.2 million or $0.52 per share.
- The Hotels & Resorts division saw revenues increase by 1.7% to $80.3 million, with comparable owned hotels' RevPAR growing 7.5% when adjusted for the prior year's Republican National Convention impact. In contrast, the Theater division's adjusted EBITDA decreased by 33% to $22.1 million, primarily due to a less concentrated film slate.
- The company repurchased 600,000 shares for $9.1 million in Q3 2025 and announced an increase in its share repurchase authorization by 4 million shares, bringing the total authorization to 4.7 million shares.
- Marcus Corporation ended Q3 2025 with $7 million in cash, over $214 million in total liquidity, and a net leverage of 1.7 times.
- Total capital expenditures for Q3 2025 were $20.9 million, with fiscal 2025 capital expenditures expected to be $75 to $85 million, and a preliminary expectation of $50 to $55 million for 2026.
- Marcus Corporation reported total revenues of $210.2 million for the third quarter of fiscal 2025, representing a 9.7% decrease from $232.7 million in the prior year quarter.
- Net earnings per diluted common share decreased to $0.52 in Q3 2025 from $0.73 in Q3 2024, and Adjusted EBITDA decreased to $40.4 million from $52.3 million over the same period.
- The company repurchased $9 million in shares during the third quarter of fiscal 2025, and its Board of Directors authorized the repurchase of up to 4.0 million additional shares, bringing the total available for repurchase to 4.7 million shares.
- Marcus Hotels & Resorts achieved revenue growth, while Marcus Theatres experienced a weaker box office due to the absence of blockbuster and fewer family films.
- Marcus Corporation reported total revenues of $210.2 million for the third quarter of fiscal 2025, a 9.7% decrease from $232.7 million in the third quarter of fiscal 2024.
- Operating income decreased by 30.7% to $22.7 million for the third quarter of fiscal 2025, compared to $32.8 million in the prior year quarter.
- Net earnings per diluted common share was $0.52 for the third quarter of fiscal 2025, down from $0.73 in the third quarter of fiscal 2024. Net earnings for Q3 fiscal 2025 were favorably impacted by a $3.0 million property insurance settlement.
- Adjusted EBITDA was $40.4 million for the third quarter of fiscal 2025, a 22.6% decrease from $52.3 million in the prior year quarter.
- During the third quarter of fiscal 2025, the company repurchased 0.6 million shares for $9.0 million and the Board of Directors authorized the repurchase of up to 4.0 million additional shares.
Quarterly earnings call transcripts for MARCUS.
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